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NewThe AI receptionist answers your phone when you can't.Hear how it works

Features
AI CRM & Lead ManagementAI CRM & Lead ManagementAI CRMAI receptionistSales pipeline Job quotingTwo-way text messagingOnline bookingCustomer portal Day-to-Day OperationsDay-to-Day Operations Scheduling & dispatchingWork ordersTime tracking Route planning & GPSChemical tracking Back Office ManagementBack Office Management InvoicingContract managementOnline paymentsQuickBooks sync
Industries
Snow removalLawn carePest control Pools & SpasCleaningArborist RoofingPlumbingElectricalPainting HVACConstructionHandyman
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Call tracking Every call logged, even the ones you miss

A missed call is a lead. Not a lost one.

Every incoming call lands in Plannit with the number, the recording and the caller's record. You call back from the file, quote from the file, and the job carries the call with it to the invoice.

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Plannit / Calls
CallsNorthline Services
Search customer...Ongoing call ×+4×Last Month Export
Accept incoming calls
Statistics
Total calls14 (52min)
Incoming calls14
Answered calls11
Missed calls3
Average call duration2:14
DoneCustomerPhone numberDateDurationStatusSourceNoAI SummaryAI CategorySentimentActions
Robert Gagnon(514) 555-0128Oct 13, 20269:48 AM4:40Completed43850050440004Robert Gagnon asks for a quote for a 200 A panel upgradeService requestGoodTurn into job
BHL Construction(514) 555-0120Oct 13, 20268:21 AM2:05Completed43850050440024Mark Dubois confirms the Site 14 visit for ThursdayInformationNeutralTurn into job
Priya Sharma(514) 555-0144Oct 12, 20264:02 PM0:00No answer4385005044————Turn into job
70%
of a day's leads go unanswered on a job site.Plannit's own numbers. With call tracking, every one of them is in your inbox with a name and a number by the time you're off the roof.
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How it works

Missed, answered, or already a job

Three states of a call. Plannit keeps them all in one thread.

Logged with the voicemail

You're under a sink. The call is recorded on the customer's file with the message and the time. You call back from the record at lunch, with the history in front of you.

  • Number, time and recording on the record
  • New callers get a file automatically
  • One tap to call back or text
10:31▲ ▮
(514) 555-0177
Message client
Client SpaceJobsQuotesInvoicesVisits
ContactActions
Created on Oct 13, 2026 (today)
CONTACT
First Name—
Last Name(514) 555-0177
PHONE
(514) 555-0177Mobile
EMAIL
No email yet

The life of a call

From the ring on site to the paid invoice

One call, followed all the way through.

Tip Saved replies turn a voicemail into a text back in one tap: "Got your message, calling you at noon."
  1. 10:12
    Rings while you're on site

    Missed. Plannit logs the number, the voicemail and creates the caller's file.

  2. 10:13
    Text back in one tap

    A saved reply lets the caller know when you'll call. They don't call the next contractor.

  3. 12:05
    Callback from the record

    You see it's a repeat customer with an open balance and a note about parking.

  4. 12:20
    Quote in the pipeline

    The call becomes a quote. The recording stays attached.

  5. Friday
    Paid, history kept

    Invoice paid online. Next spring, the call is still on the file.

Speed

Answer before the competitor does

The first contractor to respond usually gets the job. Call tracking turns the calls you can't take into the ones you return first.

  • See every unreturned call in one list
  • Callback and text from the same screen
  • Recordings so the callback starts with the answer
Concrete gains Every call turned into a job is tracked through the job cycle, so you can see which calls became revenue.
Artisan au téléphone dans son utilitaire

When you can't pick up

Let the receptionist take it

Add the AI receptionist and the call isn't just logged, it's answered. The caller gets a real conversation; you get a booked slot or a qualified lead with the transcript.

  • Answers day and night, in English and French
  • Asks the questions you would
  • Books the slot or drops the lead in your inbox
See the AI receptionist Hear a sample call
Plannit / Calls
Thomas Nguyen(514) 555-0177Today, 7:40 AM0:41CompletedService requestNeutral94% confidence
0:41
0:00AI receptionistThanks for calling Northline Plumbing. What can we help with?
0:09CallerMy water heater is leaking. There's water on the basement floor.
0:18AI receptionistWe can send someone today. What's the address?
0:27Caller1180 Sherbrooke, apartment 4.
0:36AI receptionistGot it. A plumber will text you an arrival window within the hour.
Saved to PlannitNew lead

Thomas NguyenName

(514) 555-0177Phone

1180 Sherbrooke, apt. 4Address

Water heater leakIssue

Same dayUrgency

0044, created in the pipelineJob

The caller reports a leaking water heater with water on the basement floor at 1180 Sherbrooke, apartment 4. The AI receptionist confirmed a same-day visit and that a plumber will text an arrival window within the hour.AI summary

Questions

Before you switch

Why call tracking?

Because a call you couldn't take is still a lead. Plannit logs it with the number and the recording so you return it first, and tracks it through the job so you know which calls became revenue.

Are calls recorded?

Yes. Recordings are attached to the customer's record and to the conversation thread, so a callback starts with the details.

Does the call follow the job?

Yes. Once a call becomes a quote, it stays attached as the job moves through the pipeline to the invoice.

Do I need a new phone number?

Call tracking works with Plannit's telephony. The smart answering service uses a number Plannit provides; see the AI receptionist page.

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Get set up before your next job.

Start your 14-day free trial on any plan. Import your contacts, or start fresh. Then start booking, scheduling and getting paid.

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